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Simon Quick Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Simon Quick Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,395
Closed -$332K – 386
2025
Q4 		$332K Hold
8,395
– – 0.01% 303
2025
Q3 		$324K Hold
8,395
– – 0.01% 313
2025
Q2 		$301K Hold
8,395
– – 0.02% 300
2025
Q1 		$277K Hold
8,395
– – 0.02% 460
2024
Q4 		$290K Hold
8,395
– – 0.02% 357
2024
Q3 		$288K Buy
+8,395
New +$277K 0.02% 333

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Simon Quick Advisors's DFAC Position: Q1 2026 in Review

Simon Quick Advisors sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 8,395 shares — an estimated $332K sold.

Simon Quick Advisors first reported a position in DFAC in Q3 2024 and held it in 6 quarters. The position peaked at $332K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Simon Quick Advisors reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 8,395 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $332K.
  • Simon Quick Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and held it in 6 quarters.
  • Simon Quick Advisors's Dimensional US Core Equity 2 ETF position peaked at $332K in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.